Rise Wealth Partners provides investment advice and financial planning to individuals, trusts, estates, and businesses. For investment management, Rise Wealth uses sub-advisers who develop model portfolios and handle trading and back-office tasks. Rise Wealth supervises the accounts, rebalances portfolios, and interacts with clients. Financial planning services cover cash flow, retirement, insurance, investments, education savings, and tax/estate planning. Clients can accept or reject recommendations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.30% |
| $1M+ | 1.00% |
The maximum fee paid to the sub adviser and portfolio model manager will not exceed 0.85%. The fees listed in the fee schedule above include the fee paid to the sub adviser, and the portfolio model manager. The sub advisor and/or portfolio model manager will not charge any additional fees.